Latest Blogs
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Tilley: Will Pensions Dashboards be a missed opportunity?
I can’t be alone in thinking that the recent House of Lords committee sessions on the Finance Bill and, in particular, discussion on bringing unused pension pots into scope for inheritance tax (IHT) made for interesting viewing.
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Lisa Webster: A tiny step forward on IHT and pensions
Last month I talked about the headaches and liabilities of being a personal representative (PR) for a deceased’s estate when pensions are included for inheritance tax (IHT) purposes from 6 April 2027.
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Lisa Webster: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
Popular News
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FCA bans AR who illegally withdrew £120,000 SIPP cash
The FCA has prohibited convicted criminal Martin Alan Wright (IRN: MAW01228) from doing regulated activities.
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AJ Bell reports record platform assets with 21% rise
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
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Financial services urged to heed women's pension warning
Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.
The Money and Pension Service (MaPS) has published the details and dates by when pension providers need to register their connection with the pensions dashboard ecosystem.
Defined benefit pension transfer values fell to their lowest value for six years at the end of December after a significant decline in the final quarter, according to pension provider and consultant XPS’ index.
Canada Life has appointed Peter Maddern as managing director of retirement, to succeed Tom Evans, who is leaving the business to pursue a new opportunity.
The FCA is to retire its British Steel Pension Scheme redress calculator which has been used to provide an assessment of client losses incurred due to poor advice.
HMRC is to reform the system by which it currently applies emergency tax codes to pension lump sum withdrawals.
Behavioural finance firm Oxford Risk has launched new retirement income suitability software to help Financial Planners and advisers meet the FCA's stricter requirements in the wake of last year’s thematic review.